13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001640951
申报总市值
US$17.9亿
US$17.9亿
96 檔
19.4%
截至 Q3 2024 季度末，Empire Life Investments Inc. 的美股持仓估值约为 US$17.9亿，全数申报仓位共有 96 档。
在 Q3 2024，Empire Life Investments Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 4 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Empire Life Investments Inc. 的前 5 大核心持股（包含 MSFT, VOO, AMZN 等）合计占整体申报市值的 19.4%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 7.08% | -0.48% | -0.49% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.51% | +0.16% | +0.79% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.51% | -0.15% | +3.59% | |
| 4 | ELV | Elevance Health Inc | 股票-医疗保健 | 3.07% | +0.19% | -1.19% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 3.05% | -0.13% | -4.26% | |
| 6 | NEM | Newmont CORP | 股票-原材料 | 2.83% | -0.41% | -1.25% | |
| 7 | PNC | Pnc Financial Services Group | 股票-金融 | 2.76% | +0.11% | -16.36% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.74% | +0.33% | -1.20% | |
| 9 | ROST | Ross Stores Inc | 股票-周期性消费 | 2.54% | -0.34% | -1.21% | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.32% | -0.26% | -8.68% | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.20% | — | -13.25% | |
| 12 | NOC | Northrop Grumman CORP | 股票-工业 | 2.18% | -0.14% | -1.17% | |
| 13 | TYL | Tyler Technologies Inc | 股票-科技 | 2.12% | -0.22% | -0.89% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 2.08% | — | -20.14% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.06% | -0.20% | +0.17% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 2.06% | -0.11% | -30.81% | |
| 17 | EOG | Eog Resources Inc | 股票-能源 | 1.77% | -0.30% | -7.14% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.65% | +0.12% | -0.58% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.64% | +0.03% | -10.05% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.60% | — | -1.21% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.56% | — | -1.20% | |
| 22 | MSI | Motorola Solutions Inc | 股票-科技 | 1.54% | -0.11% | -1.03% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 1.49% | -0.03% | +16.34% | |
| 24 | VST | Vistra CORP | 股票-公用事业 | 1.40% | -0.16% | — | |
| 25 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.39% | — | -1.22% | |
| 26 | AME | Ametek Inc | 股票-工业 | 1.39% | -0.04% | -1.24% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 1.38% | +1.15% | — | |
| 28 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.36% | -0.14% | -1.12% | |
| 29 | MO | Altria Group Inc | 股票-非周期性消费 | 1.35% | -0.02% | -23.01% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.31% | -0.23% | -1.26% | |
| 31 | TDW | Tidewater Inc | 股票-能源 | 1.29% | -0.62% | +29.26% | |
| 32 | WSC | Willscot Holdings CORP | 股票-工业 | 1.26% | +0.65% | NEW | |
| 33 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.21% | — | +32.88% | |
| 34 | FIS | Fidelity National Info Serv | 股票-科技 | 1.21% | — | -1.22% | |
| 35 | T | At&t Inc | 股票-通信服务 | 1.20% | -0.31% | -1.25% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.13% | — | -21.99% | |
| 37 | CME | Cme Group Inc | 股票-金融 | 1.08% | -0.49% | -1.25% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 1.06% | — | -1.19% | |
| 39 | AEE | Ameren Corporation | 股票-公用事业 | 1.04% | -0.10% | -45.73% | |
| 40 | EXK | Exact Sciences CORP | 股票-原材料 | 1.03% | — | -0.95% | |
| 41 | URTH | Ishares Msci World ETF | ETF-其他 | 1.02% | -0.05% | -12.54% | |
| 42 | ROP | Roper Technologies Inc | 股票-科技 | 0.97% | -0.15% | -1.10% | |
| 43 | RRX | Regal Rexnord CORP | 股票-工业 | 0.96% | +0.01% | -1.06% | |
| 44 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.91% | — | -1.28% | |
| 45 | AZO | Autozone Inc | 股票-周期性消费 | 0.89% | -0.34% | +36.13% | |
| 46 | BTU | Peabody Energy CORP | 股票-能源 | 0.88% | -0.34% | -19.06% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.87% | +0.14% | +0.14% | |
| 48 | VNT | Vontier CORP | 股票-科技 | 0.84% | — | -1.03% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.82% | +0.43% | -47.57% | |
| 50 | BSY | Bentley Systems Inc-class B | 股票-科技 | 0.78% | — | -1.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VST | Vistra CORP | +1.4% | NEW | 新建仓 |
| 2 | LRCX | Lam Research CORP | +1.4% | NEW | 新建仓 |
| 3 | MU | Micron Technology Inc | +0.7% | NEW | 新建仓 |
| 4 | NEM | Newmont CORP | +0.5% | -1.25% | 减仓 |
| 5 | WSC | Willscot Holdings CORP | +0.4% | +50.82% | 加仓 |
| 6 | PVAL | Putnam Focused Lrg Cap Value | +0.4% | NEW | 新建仓 |
| 7 | EXK | Exact Sciences CORP | +0.4% | -0.95% | 减仓 |
| 8 | DXCM | Dexcom Inc | +0.3% | NEW | 新建仓 |
| 9 | REGN | Regeneron Pharmaceuticals | +0.3% | NEW | 新建仓 |
| 10 | NOC | Northrop Grumman CORP | +0.3% | -1.17% | 减仓 |
| 11 | AAPL | Apple Inc | +0.3% | +16.34% | 加仓 |
| 12 | QCOM | Qualcomm Inc | +0.3% | NEW | 新建仓 |
| 13 | STZ | Constellation Brands Inc-a | +0.3% | +32.88% | 加仓 |
| 14 | AZO | Autozone Inc | +0.3% | +36.13% | 加仓 |
| 15 | TYL | Tyler Technologies Inc | +0.2% | -0.89% | 减仓 |
| 16 | ARCT | Arcturus Therapeutics Holdin | +0.2% | NEW | 新建仓 |
| 17 | WEC | Wec Energy Group Inc | +0.2% | -1.12% | 减仓 |
| 18 | HUBS | Hubspot Inc | +0.2% | +95.38% | 加仓 |
| 19 | MSI | Motorola Solutions Inc | +0.2% | -1.03% | 减仓 |
| 20 | RRX | Regal Rexnord CORP | +0.2% | -1.06% | 减仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.17% | 加仓 |
| 22 | LEGN | Legend Biotech Corp-adr | +0.1% | +75.23% | 加仓 |
| 23 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.79% | 加仓 |
| 24 | T | At&t Inc | +0.1% | -1.25% | 减仓 |
| 25 | ZTS | Zoetis Inc | +0.1% | -1.22% | 减仓 |
| 26 | FIS | Fidelity National Info Serv | +0.1% | -1.22% | 减仓 |
| 27 | CME | Cme Group Inc | +0.1% | -1.25% | 减仓 |
| 28 | CTAS | Cintas CORP | +0.1% | +293.14% | 加仓 |
| 29 | DHR | Danaher CORP | +0.1% | -1.19% | 减仓 |
| 30 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.58% | 减仓 |
| 31 | GNTX | Gentex CORP | -0.1% | -1.15% | 减仓 |
| 32 | PM | Philip Morris International | -0.1% | -29.81% | 减仓 |
| 33 | VLO | Valero Energy CORP | -0.1% | -1.25% | 减仓 |
| 34 | ACAD | Acadia Pharmaceuticals Inc | -0.2% | EXIT | 清仓 |
| 35 | VNT | Vontier CORP | -0.2% | -1.03% | 减仓 |
| 36 | CVX | Chevron CORP | -0.2% | -1.21% | 减仓 |
| 37 | HBAN | Huntington Bancshares Inc | -0.2% | EXIT | 清仓 |
| 38 | BAC | Bank Of America CORP | -0.3% | -10.05% | 减仓 |
| 39 | EOG | Eog Resources Inc | -0.3% | -7.14% | 减仓 |
| 40 | MO | Altria Group Inc | -0.3% | -23.01% | 减仓 |
| 41 | ELV | Elevance Health Inc | -0.3% | -1.19% | 减仓 |
| 42 | PEP | Pepsico Inc | -0.3% | -21.99% | 减仓 |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | -1.20% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.6% | -0.49% | 减仓 |
| 45 | AEE | Ameren Corporation | -0.6% | -45.73% | 减仓 |
| 46 | MRK | Merck & Co. Inc. | -0.7% | -13.25% | 减仓 |
| 47 | MA | Mastercard Inc - A | -0.7% | -30.81% | 减仓 |
| 48 | TXN | Texas Instruments Inc | -0.7% | -47.57% | 减仓 |
| 49 | LRCXEUR | Lam Research CORP | -1% | EXIT | 清仓 |
| 50 | BMY | Bristol-myers Squibb Co | -1.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Empire Life Investments Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$17.9亿，共申报了 96 个公开持股仓位。
在 Q3 2024 季度，Empire Life Investments Inc. 按市值排列的前三大核心持股分别为：MSFT (7.1%)、VOO (4.5%)、AMZN (3.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.1% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
VST
市值: US$2302.8万
本季最大获利了结 / 清仓标的
BMY
前期市值: US$2034.0万
在 Q3 2024 季度中，Empire Life Investments Inc. 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 9 个仓位、减仓 29 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 VST。 本季清仓仓位包含 BMY。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。